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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,286 | $85,060-38.5% | $70,548-25.9% | $139,456-62.5% |
| Participation rate | 36.4% | 73.9%-37.5pp | 68.3%-32.0pp | 80.3%-44.0pp |
| Annual return | 15.69% | 30.38%-14.7pp | 32.78%-17.1pp | 373.45%-357.8pp |
| Employer contribution / active EE | $1,085 | $3,911-72.3% | $2,975-63.5% | $4,753-77.2% |
| Participant deferral / active EE | $1,747 | $5,890-70.3% | $4,567-61.8% | $6,711-74.0% |
| Admin fee / account holder | $730 | $8,925-91.8% | $6,424-88.6% | $11,407-93.6% |